Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

At a given rate of return, how long will it take for your portfolio to reach a specific amount?
Saving more can help, but just how much of a difference would additional savings make?

Additional amounts invested are assumed to be made at the end of each month (for monthly contributions) or year (for annual contributions).

Earnings are compounded monthly.

This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.

This is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any
specific investment or portfolio.

Reaching Your Investment Goal Calculator Charts

Based on the above information, your portfolio would be expected to reach $100,000 in approximately 11 years if you make additional monthly contributions of $500 and you achieve your anticipated rate of return.

If your portfolio grows at exactly 6% per year, making additional monthly contributions of $500 will reduce the amount of time it takes to reach your accumulation goal by 40 years.

Additional amounts invested are assumed to be made at the end of each month (for monthly contributions) or year (for annual contributions).

Earnings are compounded monthly.

This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.

This calculator assumes that no withdrawals are made from the investment portfolio.

Note:
This is a hypothetical example and is not intended to reflect the performance of a specific investment, nor is it an
estimate or guarantee of any future value. Investment fees and expenses have not been deducted. If they had been,
the results would have been lower. When making an investment decision, investors should consider their personal
investment horizons and income tax brackets, both current and anticipated. It is also important to note that this
illustration assumes a fixed annual rate of return; the rate of return on your actual investment portfolio will be
different, and will vary over time, according to actual market performance. This is particularly true for long-term
investments. It is important to note that investments offering the potential for higher rates of return also involve
a higher degree of risk to principal.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional
based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials
may change at any time and without notice.

Freedom Wealth Advisors is a registered investment advisor with the states of Missouri, Kansas, and Texas, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or
exclusion from registration requirements.

Check the background of this financial professional on FINRA's BrokerCheck.